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- Business Proposal Template
Business Proposal Template for PDF & Word
Use this professional business proposal template to pitch your company to clients, investors, partners, and more.
- Add a summary of the problem, your proposed solution, pricing info, timeline, a short conclusion, terms & conditions, and optionally, an appendix
- Not sure what to say? We got you. Just follow the simple instructions in each section
- Make it look custom with your own logo & branding
- Download it as a Word or PDF file
- Print it, email it, declare your undying love for it
Preview the text content for this template.
Business Proposal Template
No matter what kind of business you have, you will need to write a proposal at some point. You might respond to a Request for Proposals (RFP) that you saw advertised on an industry website, or you might receive an invitation directly from a client. Either way, it is essential to construct a clear, comprehensive response. You can adapt this template to meet the specific requirements of your potential client.
HubSpot Tip: If your business proposal is particularly long, consider including an Executive Summary that provides the highlights. See HubSpot’s Executive Summary template for more detailed guidance.
Understanding of the Problem
Projects are typically developed around problems that need to be solved. In this section, show the potential client that you understand the history of the problem and the unique requirements that it entails.
Keep your proposal customer-focused. Make the client feel like you understand them better than any of your competitors.
HubSpot Tip: Think of the organization of this section like a funnel. Start with a broad description of the context, then continue to give more specifics about the potential client and their general needs, and finally home in on the particular problem at hand.
This section is the heart of your proposal. Present your solution in as much detail as possible, preferably in a step-by-step format that addresses all of the client’s requirements.
To really drive home the point that your offering meets all of the client’s needs, consider providing a “features and benefits” table like the one below. It outlines key parts of your product or service and their specific value to the potential client.
Benefit to the Client
You know the saying “a picture is worth a thousand words”? Well, it rings true in business proposals! Try to provide tables and graphics when possible to break up the narrative and make your points easier to understand and digest. If you work in a field that is suited to it, consider including images and examples of your products or services.
HubSpot Tip: Keep your solution focused on the client. Be specific about how you will meet their unique requirements. Using a proposal template is helpful, but you need to tailor it to every new project.
While the Proposed Solution section is important for persuading the potential client to choose your company, it is also crucial to provide a well-documented, competitive pricing summary. Make sure you include pricing for everything that you described in the previous section.
Depending on the good or service you are providing, you might be paid on a fixed fee, hourly, or per unit basis. You might want to suggest a one-time payment or a series of installments. If you will be paid in multiple installments, consider detailing this in a Pricing Schedule.
You should also list and explain any assumptions that, if they were to change, would alter the price of your proposal. For example, the number of in-person meetings required, the start and completion dates of the contract, and the number of rounds of revisions allowed.
HubSpot Tip: If your pricing structure is complicated, consider using Microsoft Excel, Google Sheets, or another spreadsheet tool to calculate your final price. You can provide the price in this format or transfer it to your proposal document.
Whether or not your client specified an expected completion date, you will want to propose one. You should offer a detailed schedule of the phases needed to meet the requirements of the proposal. You should also describe the work products, also called deliverables, associated with each phase.
Consider presenting the schedule graphically in a timeline or as a table with activities and dates, as shown below.
Date of Completion
HubSpot Tip: A project schedule is an essential tool for successful project management. By providing a detailed schedule in your proposal, you can show the client that you are committed to completing the project by the deadline.
It is always a good idea to simplify things for the customer. Begin the conclusion by briefly stating why you are the best choice to meet the requirements. Describe the next steps and confirm your availability for future discussions.
Then, rather than make them search for it, provide detailed contact information right at the end of your proposal, so the client can get in touch with you easily.
HubSpot Tip: Consider including a signature page directly in your proposal. This way, the client can sign right away without having to request an additional document.
Terms and Conditions
Include your company’s terms and conditions. The terms and conditions indicate the provisions, requirements, rules, specifications, and standards on which the resulting contract will be based.
HubSpot Tip: Be sure to make any adaptations that are necessary for this specific proposal.
Appendices are a good place to include any information that you think is important, but that the client did not specifically request. Also, it is a good place to insert documents that are too large to include within the document. You can reference the proposal and attach them in the Appendices so that they do not interrupt the flow of the narrative.
HubSpot Tip: Sample items for the Appendices include the bios and/or resumes of the team that would work on the project, photographs of products you will use in the solution, or screenshots of your software solution.
Frequently Asked Questions
How do i write a business proposal.
- First, identify the main ideas you want the reader to know -- usually which problem your business will solve and why you have a competitive advantage. Then add supporting information, such as your team and experience, how you'll go to market, what you'll use your first round of funding for, and so on.
Is this template free?
- Completely free, mate. Once you’ve entered your contact information, you can instantly download this template (along with all the other templates in this collection!). That’s it.
Can I edit this template?
- Yes. Replace our instructions with information about your business. If you want to replace a section with a different one, just change the title. To delete a section, highlight its outlines and delete them.
- Proposals, Estimates & Quotes
Related business templates.
Project proposal template, event proposal template, consulting proposal template, marketing proposal template.
35+ Best Business & Project Proposal Templates for Microsoft Word 2023
Microsoft Word is the perfect tool for quickly putting together a professional brochure or a proposal in a very short amount of time. What makes it even better is the ability to use templates.
With Word templates, you can instantly produce a high-quality brochure design without having to spend hours perfecting it. They simply help cut your work time in half.
In this post, we feature some of the best proposal templates for Word that you can use to create beautiful brochures for various types of business proposals. Be sure to keep a few of these templates saved on your computer to use whenever you need to create a quick project proposal.
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Explore Word Templates
Modern Project Proposal MS Word Template
This Word template comes with a modern and stylish design that will allow you to craft project proposals that win clients. It lets you choose from 16 page layouts with colorful shapes, paragraph styles, and editable graphics. You can also customize each page to match your branding. The template is available in Word and InDesign formats.
Minimal Project Proposal Word & InDesign Template
If you prefer to use a clean and minimal approach in your proposal brochure, this template is perfect for you. It comes with 16 page designs that include layouts for showcasing your client testimonials, teams, project timeline, and much more. This template also includes both Word and InDesign files.
Business Proposal PowerPoint & Word Templates
A three-in-one bundle that lets you design a business proposal brochure and a presentation slideshow with matching designs. This pack includes a proposal template in Word and InDesign as well as a slideshow template in PowerPoint format. You can use it to present your proposals in client meetings and conferences.
Dark Business Proposal Template for Word
A dark color theme is a great choice for designing proposals with an elegant and professional feel. This Word template will help you achieve that goal. It features 20 unique page layouts with a fully editable design. It’s available in both MS Word and InDesign formats.
Elegant Business Proposal Document for Word
This Word template will not only help you design an elegant proposal but will also help represent your brand in a professional way. It features a beautiful design that you can customize to your preference. And it includes 26 page layouts in A4 size.
Auxell – Elegant Business Proposal Word Template
At first glance, you can see how this brochure template is the perfect choice for designing business proposals. It has a clean and professional design with a blue color scheme. It also uses modern formatting, shapes, and includes 24 unique page designs to choose from.
Word Digital Marketing Proposal Template
If you’re working on a marketing proposal for a client or even your own business, this Word template will come in handy. It includes 28 page layouts with modern and fully editable designs. The template comes in MS Word, InDesign, and PowerPoint versions.
Free Freelance SEO Proposal Word Template
This is a simple and free Word template you can use to put together a basic proposal for your freelance SEO projects. It includes several customizable page layouts and it comes in Word, Google Docs, and Apple Pages formats.
Web Design Portfolio Proposal Word Template
An important part of creating proposals for web design projects is showcasing your portfolio, this template does that part quite well. It features 20 unique page layouts in A4 size for showcasing your portfolio and proposal at the same time.
Modern Business Proposal Word Template
This proposal template is ideal for corporate agencies and businesses. It features an elegant and dark color scheme that instantly attracts attention. The template lets you choose from 20 different page layouts with editable colors and shapes.
Digital Marketing Proposal Word Template
You can use this Word template to create attractive digital marketing proposals that win over your clients. There are 28 different page layouts included in this template featuring modern designs. You can also edit the template using PowerPoint or InDesign as well.
Sponsorship Proposal for MS Word & InDesign
This Word template is designed with sponsorship proposals in mind. It includes 20 unique page layouts with clean and minimalist designs. You can easily change the colors, fonts, and formatting using either MS Word or Adobe InDesign.
Free Business Proposal Bi-Fold Brochure Template
If you’re looking for a template to create a short proposal, this Word template is for you. It’s a bi-fold brochure template that can be used to create a simple proposal for your business projects.
Modern Business Proposal Template for Word
Coming up with a great layout design is often the toughest part of creating a proposal brochure. But, with this template, you won’t have to worry about that. It features a gorgeous design that fits in perfectly with modern brands. The template includes 20 page layouts in A4 and US Letter sizes. You can customize it in MS Word or Adobe InDesign.
Clean Business Proposal Word Template
This Word proposal template also comes with a professional design similar to the one before. It’s designed with modern businesses in mind. You can use it to create proposals, brand guidelines, and other brochures. The template comes with 20 page layouts featuring master page layouts, paragraphs, and more.
Project Proposal Brochure Template for Word
If you’re looking for a Word template to design a proposal with a clean layout, this template is perfect for you. It features a simple design with fewer colors and it’s ideal for creative agencies and brands. You can choose from 26 page layouts to design a proposal brochure using either MS Word or InDesign.
Brand Project Proposal Word & INDD Template
This proposal template is ideal for crafting project proposals for corporate brands and businesses. It comes with a professional design with an overall modern layout. The template itself is designed to be used for any purpose but it’ll be best used to showcase your company alongside the proposal. The template includes 16 page layouts.
Minimal Project Proposal Word Template
A modern and minimal Word template for project proposals. It’s ideal for small businesses and agencies for creating attractive brochures to present your proposal for projects, especially for design and marketing. There are 40 different page layouts in the template in MS Word and InDesign file formats.
Free Professional Services Proposal Word Template
This is a free Word brochure template from the official Word templates directory. It’s designed with agencies in mind for creating project proposals while showcasing your services and features. It includes 19 pages.
Professional Proposal Brochure Word Template
You can craft a high-quality proposal brochure using this professional Word template. It features 24 page layouts with complete paragraph formatting and text styles. You can design a very attractive proposal with this template. It comes in Word, InDesign, and Apple Pages formats.
Creative Proposal Template for Word & InDesign
This is a creative brochure template that comes full of stylish page layouts featuring shapes and images. It’s perfect for design agencies. The template includes 24 page designs in A4 and US Letter sizes. You can edit them using Word or InDesign as well.
Company Proposal Template for Word
A clean and minimal proposal template for making professional brochures. This template is suitable for both freelancers and agencies for designing proposals for various projects. The template includes 40 page layouts and it’s compatible with Word and InDesign.
Elegant Business Proposal Template for Word
This elegant Word proposal template features many creative elements such as unique formatting, text styles, backgrounds, and shapes. Each page in this 36-page template has a different design. This makes it perfect for designing brochures for creative agencies, lifestyle businesses, and brands.
Agency Project Proposal Word Template
If you want to create a more visual brochure full of images and photos, this Word template is perfect for you. It features 36 different page layouts featuring highly visual designs. There are stylish backgrounds, shapes, and image placeholders where you can showcase your project proposal in an attractive way.
Free Freelance Proposal Word Template
This is a simple free Word template you can use to create a basic proposal for a freelance project. It features all the necessary sections of a professional project proposal and even includes a contract template. You can download the template in PowerPoint format as well.
Agency Proposal & Portfolio Word Template
This Word proposal template looks professional in every way. It has a clean design, uses fewer colors but with many stylistic elements, and uses very modern page layout designs. It includes 32 page designs in multiple file formats, including Word, InDesign, Apple Pages, Photoshop, and more.
Creative Project Proposal Template for Word
If you’re working on a project proposal for a modern agency or a creative brand, this template will come in handy. It features 24 unique page layouts with plenty of space for showcasing images. You can easily customize the colors of the template as well.
Stylish Project Proposal Word Template
This trendy proposal template comes with a stylish design that uses a two-tone color scheme. It’s perfect for making brochures for marketing agencies and creative brands. The template is available in A4 and US Letter sizes for both Word and InDesign.
MS Word & InDesign Project Proposal Template
You can showcase your proposals and project plans quite well when using minimal layouts. They allow you to highlight your content better with more empty space. This template is designed with that goal in mind. It includes 22 clean and minimalist page layouts. It’s fully compatible with Word and InDesign.
Brand Identity & Proposal Template for Word
This Word template is for creating brand identity brochures. But, it includes templates for project proposals, annual reports, and plenty more. You can easily customize the template to change colors and fonts. It features a very visual design full of colors and shapes. It has 50 page layouts in total.
Free Simple Project Proposal Word Template
A very basic Word template for creating a simple project proposal. This template only has a one-page design which you can use as a structure to make your own project proposals. It’s free to download.
Creative Company Proposal Word Template
This creative proposal template is great for creating a company profile or a project proposal brochure. It comes with stylishly designed page layouts that you can customize to your preference. The template includes 18 page designs.
Business Proposal Template for Word
You can use this colorful proposal template to create a professional project proposal for a corporate brand or an agency. The template comes with 36 unique page layouts that are available in A4 and US Letter sizes.
Sirius – Project Proposal Word Template
This template is perfect for freelancers and creative professionals, especially for putting together an attractive proposal for a client project. The template is compatible with InDesign, Word, Apple Pages, and it includes 24 page layouts.
Multipurpose Project Proposal Template
This is a multipurpose proposal template that comes in multiple file formats. You can edit and customize the template using Word, InDesign, Apple Pages, Photoshop, and Illustrator. It features 28 page designs in A4 and US Letter sizes.
For more templates, check out our best Word brochure templates collection.
Business Proposal Template
Understanding a business proposal.
A Well formatted Business Proposal could mean the difference between getting the business or not. When you submit a business proposal to a client you, are essentially putting your company and services on paper and letting it do the job of selling for you. This means that you need to make sure that the proposal must be perfect. There is only one way to make sure that you get the best out of your business proposals, and that is to use business proposal templates written and prepared by business experts. The many business proposals and documents in Business-in-a-Box have been drafted by business professionals and lawyers to give you the better chances to close business deals.
What is a Business Proposal?
A business proposal is a sales orientated document created by companies and individuals to promote their products or services to businesses. Often, these proposals would be unsolicited as your company is looking to expand your revenue, but they can also be requested or solicited. Regardless of how you get to send your proposal to your clients, these documents must be formatted correctly and should have all the relevant information contained within them.
Usually, your clients would review the proposals without you being present and that is when the best-looking and a properly formatted proposal will do your business the best service. The most common use of business proposals is for when you are offering a one-time service or product of some kind. A business proposal is not an estimate or quote. These are used if the buyer already knows your business pedigree and understands the quality of the services.
There are numerous types of business proposals. The one you choose will depend on your business type and situation. Some of the most popular within Business-in-a-Box include the standard business proposal, sales proposal , project proposal , grant proposal , sponsorship proposal and the proposal for services template .
How to Prepare a Powerful Business Proposal
Creating business proposals is not just adding a quote or estimate to your company profile and sending it to the client. The proposal must guide the client through the necessary steps required to choose your company as the provider for the services or products in question. Whether the client requested the proposal or not, the process of a business proposal is a very finite one and powerful business proposals can elevate your business above the competition. With Business-in-a-Box business proposal templates, you get clear instructions and guidelines to create the best proposals for your business. All you really have to do is fill-in the blanks.
Content of the Business Proposal Template
With the easy to edit business proposal templates, you get a word document that has instructions on which sections you need to update with your information. This is a quick guide on the template that will give you a clear understanding of the excellence you can expect with Business-in-a-Box business proposal templates.
- Cover Letter and Executive Summary - the cover letter is your opening statement to the client. With this, you thank your client for the consideration and you introduce your company formally. A cover letter is a brief outline of the market and economic conditions that your company operates in as well as a statement of your quality of service and delivery. You also give the author of the proposal’s details so that your client can contact you on approval. The Executive Summary is an extension of the cover letter. With a brief history of your business, you give your client supplementary details such as time in the market, products, and services offered, unique service offering. You also have space to give a clear strategic roadmap of your company and how you have helped clients with the same business issue as your prospective client. A mission statement is always helpful in setting the tone of the proposal for your client.
- Company Background - a more detailed briefing on your company and the history of your business. It will also include a full list of products and services that you offer your clients so that the client gets a better understanding of your clientele and level of service. You might even want to detail the regions or territories that you operate in if your service is location-based. Outline your ideal client and help the client understand that your business is perfectly suited to assist your client with their current situation. The background section must also have a full detailed list of your products and services so that your client understands that you don’t offer a standalone product but a range of services that could benefit their company in multiple ways. In this section, you should also list your certifications and accreditations to provide a technical and industry standard for your proposal. VERY IMPORTANT - Your client might have never seen you in person so you should make sure that when the client reads your proposal they have the full benefit of your expertise and quality of service. Depending on your products or services you might also have to include some financial data of your company. This will help your client recognize that you are a sustainable business and that they will enjoy your top quality services for an extended period, not just a knock and drop situation. It might also be useful to add in an organogram and legal structure of your business with shareholders (major) listed to provide more depth to your company and proposal.
- Needs - if your proposal is requested (solicited) then you can reference the previous successful proposals showing your commitment to their business success. The needs section is really your way of detailing the client's situation and requirements. This could include a list of problems that have been identified or referencing assets that need replacing etc. If the proposal is unsolicited you need to provide proof or reference to why your client might be having a concern or business issue. You should be giving your analysis of the market conditions or client business type to give a full picture of the current position that your client might be in. This section is crucial for creating a strategy forward for your proposal and you should take care to ensure that you cover the problem step by step.
- Assumptions - highlight the market conditions experienced by other businesses in your clients' industry. This will help you set the tone for your client that they are not alone in experiencing their issues. And with the assumptions, you show that you understand the business needs of your client as you have addressed the issue for other clients in the past.
- Opportunity - the opportunity of revenue increase or bottom-line savings for your client if they implement your proposal must be clearly outlined here. You might link your strengths as a provider with their needs for a solution to show the “perfect fit” between your business and your client. You might also include a market analysis of the industry to show that you have done your homework on the client and their current constraints and needs. NOTE - you could add SWOT analysis to show you have all the information at your fingertips.
- Objectives - this is the objective of your proposal, the problem that you are going to solve for your client. You can list them in bullet form or you could detail the milestones chronologically for your client. This depends on your service or product offering.
- Strategy - this is the rollout plan for your proposal. This strategy explanation will show your client how your solution will help them achieve the objectives you have just listed. You might add a timeline to your roll out or even a delivery schedule for your products.
- Benefits - answer the question of WHY for your client. The benefits of using your product or service above your competitors must be clear for your client. These could include ROI, increased revenue, cost savings, or even lower maintenance. This all depends on your proposed solution.
- Cost - depending on your offering you might need a spreadsheet to breakdown the cost of your solution. However you do it, you must make sure that you provide all the costs of your solution and leave nothing out. A hidden cost will only make your client lose confidence in your company in the future.
- Scheduling - if your solution needs time to roll out or if you need to implement section by section, this is where you spell it out for your client. If you are constructing a building for instance you need to give details of when you will be finished with the roof or when the client can tale occupation of the building. Detail every step in implementation for your client so they understand the timeline and delivery process.
- Payment Terms - The terms of payment could make or break the deal for your company. Firstly you need to give the total solution cost and payment terms for the client. Then you might want to offer payment terms (30 days or longer etc.) and any interest payments that might be applicable for longer payments. If possible offer the client discounts for early payments. Also, you could then provide the banking details for your client so they can make the payment.
- Guarantees - if you offer any guarantees on your products or services, this is where you explain what your client can expect. Completion dates and penalties are very important to your clients so you must highlight them here. Quality standards for deliveries and product quality can also be detailed in this section.
- Competitive Advantages - what is the advantages that your company has over the competition? You need to detail aspects like company recognition, expertise & stability, technology, history of success, customer services, and any other important aspects of your business.
- Team Qualifications - detail the team that will be working on the project or proposal for your client. Highlight the major players in the proposal and if you like you could add the rest of the team in an appendix.
- Success Stories - again you need to show that your company has the expertise to deliver on the proposal to the satisfaction of your client. You might add client testimonies or even references for your new client to contact. Past projects are a very effective way of showing your ability to deliver on the proposal offering.
- Conclusion - this is a simple statement of your confidence in your ability to deliver the solution proposed. Give your client the next steps after they approve your proposal and the contact details where to send the approval.
- Appendixes - any appendixes that you choose to add for your clients' benefit.
How to Create Powerful Business Proposals with Business‑in‑a‑Box Templates
Creating business proposals like this from scratch is not an easy job no matter what industry you are in. That is why Business‑in‑a‑Box has the best lawyers and business professionals to create every business document and template that you could possibly need for your business. With more than 2,000 templates in our catalog, your business will flourish in your market.
Sign-Up and you can get access to the full list of templates including this business proposal template and you can make your business stand out from your competition by having top quality documentation and proposals.
2,600+ templates & tools to help you start, run & grow your business, all the templates you need to plan, start, organize, manage, finance & grow your business, in one place., templates and tools to manage every aspect of your business., 8 business management modules, in 1 place., document types included.
59+ Free Proposal Templates for MS Word
Job Proposal Formats
Common misconceptions surrounding business proposals:
- A business proposal is mere wastage of time, you don’t necessarily need one.
- The clients/investors would invest no energy in reading your business proposal.
- Business proposals should be lengthy, all-embracing, and extensive.
- Businesses today are no more interested in creating business proposals.
- You don’t have to be prompt in creating a business proposal.
- Our business proposal will blow the customers away once they read it, therefore we don’t need to personally go see the customers.
Types of business proposals:
- Formally Solicited business proposals: A formal request has been made in this case. The writer is aware of all the official guidelines, requirements, and detailed information in this case.
- Informally Solicited business proposals: In cases where there isn’t an official business request for the creation of the business proposal, rather an informal request has been made from one of the potential clients or buyers in order to give them an insight into the credentials and services of the business they are interested in.
- Unsolicited business proposals: The “un-asked-for” or unsolicited proposals are created when the recipient has not requested the proposal by itself, rather the writer might need to convince the business of the need for the origination of a proposal based on the type of the project. These do not include a detailed involvement of the business or the client rather is more of a generic document that can be rendered suitable for more than one type of situation. These can also be customized based on the needs of the party involved.
- Internal business proposals: Just as the name depicts, an internal business proposal is meant to stay “within” the organization and is generally designed for the people and officials within the same organization. This is prepared for providing them an idea of the information that will be included inside a proper business proposal meant for a specific project or service, helping them approve or reject one. The ease with this kind is that these need not embrace all and every detail, and can be comprised of a more “generic” approach too.
- External business proposals: Written with a far more informal approach as compared to the internal ones, these proposals are prepared with an intention to be sent “outside” and organization and are designated to be received by any particular entity, organization, or a decision-maker external to your own company.
Process of creating a business proposal:
- Get ready, fold your arms, and make sure you have the right information required for outlining the proposal.
- Carve out the potential scope of your business proposal; ask yourself all the “hows, whats, whys, whens, and ifs.”
- Calculate the expected cost
- Read and proofread
This is what your business proposal outline should look like:
- A title page
- A cover letter
- An Executive summary
- Table of Contents
- Services and Methodology
- Estimated Budget/Pricing
- About the business
- Past clients and contacts
- Terms and Conditions
Things to avoid in your business proposal:
- Going overboard with your qualities and concealing your flaws
- Not enough research
- Underestimating the competitors
- Including more information than needed.
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Business Proposal Template
Updated on March 7, 2023 By admin Comments Off on Business Proposal Template
Business in this era is not easy, as you have to face fierce competition in the market. Accurate marketing techniques and strategic alliances are important for the success of the business. The triumph and collapse of the business may depend on its ability to get contracts or to attract other business ventures for a strategic alliance. In order to grab the attention of other business organizations, or to start your alliance with another company, you have to write a business proposal. Business proposals are usually written for two possible reasons that are as follows:
- A business entity invites you to submit a proposal, and in order to get the attention of the project owner, you have to write a business proposal to get an interview chance. You have to write a winning project to make it outstanding among other candidates.
- A business proposal is also written by people who have a unique idea, concept, or project but do not have enough funds to implement their idea and concepts. In order to persuade other organizations to invest in your business, it is important to write a perfect business proposal to explain your point of view.
Free Business Proposal Template:
Here is a preview of a Free Sample Business Proposal Template created using MS Word.
Tips to Write a Business Proposal:
If you want to write a business proposal, you should know about the requirements of the project owner. You have to answer different questions, including who, what, where, how, when, and why. It will help you to include everything in your proposal to make it perfect. Following are some simple points that may make your business proposal perfect from all aspects:
- Before commencing your writing work, it is important to summarize the core concept of the proposal in 2 to 3 lines to give a preview to the reader about the whole document. You have to read everything carefully to construct a good document.
- If you have a constructive idea and want to share it with the project owner, construct it clearly and use impressive words to grab the attention of the reader. Keep your message simple so that the reader can understand it easily and do not use technical words in it.
- If you want to make your proposal winning, keep your error-free from all errors. Carefully consider the requirements of the project owner and write everything according to them. Explain your ideas carefully according to the time constraints and available resources. You should be able to interpret the errors for accuracy.
- The layout and format of the document matter a lot, therefore it is important to consider the requirements of the potential project owners. Leave white space in the document to write additional notes for the understanding of the reader.
Common Mistakes in Business Proposal:
- Some proposal writer ignores the importance of visual elements in the document, the visual elements including logos, clip art, charts, tables, and other important elements that should be included in the document to increase its visual appeal.
- If it is important to include jargon in the document, include additional notes in it for the understanding of the reader. Use simple language so that the reader can understand your points and you will get an interview chance.
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Free Business Proposal Template
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Free Download this Business Proposal Template Design in Publisher, Word, Google Docs, PDF, PSD, Apple Pages, InDesign Format. Easily Editable, Printable, Downloadable.
Impress clients and future investors to your business with this well-formatted proposal template that uses high-quality and contemporary designs. This template is easy to edit and customize with all versions of Photoshop and InDesign.
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Free Business Proposal Template for Word
If you need to prepare a business proposal then this free business proposal template for Word can be handy. This is a free business proposal template for Microsoft Word that may help you to outline the components that every business proposal can include.
You can use this free business proposal template to write your business proposal for the next business or startup as well as sharing the business idea with your colleagues and potential investors.
The proposal letter for small business or organizations contains an example of a proposal and can help to outline the services you can provide with your business in a comprehensive proposal letter template for Microsoft Word.
The proposal letter contains sections for objectives, scope of services, client’s responsibilities, benefits, costs and fees and a client acceptance signature. The business proposal template also includes a detailed table of fees enclosure for the project and you can also combine it with a business recommendation template or learn more about how to write a business proposal.
The business proposal example document can be very helpful if you need examples how to prepare a business proposal. For example, you can see the cost structure for a software company and its business model including software cost, Library Multi-Record Including Report Master, General Ledger, Accounts Payable, Import Master, Total Software Cost, professional service costs, installation plan, tasks, etc.
Since the original template is no longer available, we are providing a link to an alternative template.
Go to Download free business proposal example and template
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Free Project Evaluation Templates
By Kate Eby | March 11, 2022
We’ve compiled a collection of the most effective, free project evaluation templates for project managers, product managers, project sponsors, team members, and other stakeholders.
Included on this page, you’ll find a simple project evaluation template , a project evaluation checklist template , a project evaluation report template , a project evaluation presentation template , and an IT project evaluation template , as well as a list of project evaluation template components .
Project Evaluation Template
Download Project Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs
Use this simple project evaluation template to ensure that you’ve completed all project requirements and addressed all outstanding issues. The template includes sections to detail the project overview, project highlights, project challenges, post-project tasks, lessons learned, human factors, and additional comments. Project managers and project sponsors can also use the Project Close Acceptance section to obtain approval signatures.
Project Performance Evaluation Template
Download Project Performance Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF
Use this project performance evaluation template to facilitate a productive project post-mortem with your team. The template includes space for you to set a post-project meeting date and time, designate a facilitator, and make a list of attendees.
This tool also includes sections for you to document the criteria for meeting objectives, team discussions (e.g., “Did we get our desired results?” or “What went well?”), and any action items concerning future projects. Use the Wrap Up section to recap the meeting and thank the team members for their participation.
To perform more effectively when evaluating your projects, read this guide on the five phases of project management .
Project Evaluation Report Template
Download Project Evaluation Report Template Microsoft Word | Adobe PDF | Google Docs
Designed specifically for recording and communicating project results, this project evaluation report template enables you to share the details of your project retrospective in a highly structured format. The template includes sections for you to list the details of your post-project overview, project highlights, project challenges, future considerations, and lessons learned. The template also includes space for team members to note how they can improve their team efforts on future projects.
Pilot Project Evaluation Template
Download Pilot Project Evaluation Template Microsoft Excel | Google Sheets
Use this comprehensive pilot project evaluation template to ensure that your pilot project meets requirements and anticipates risks. This template prompts you to enter the project name, participants, anticipated failures, and any potential risks. Then, formulate steps to respond to the risks you identify and assign action items to ensure the success of your release.
Project Monitoring and Evaluation Plan Template
Download Project Monitoring and Evaluation Plan Template Microsoft Excel | Adobe PDF | Google Sheets
Use key performance indicators (KPIs) to quantify and assess your project’s specific objectives and keep your venture on track. In the Key Metric column, enter the name of each KPI (e.g., output indicator). Then, for each KPI, list the person responsible and monthly vs. actual goals, and the template will display the difference between the two, as well as a comparison of this and the previous period’s performances.
To learn more, visit our guide to project planning solutions and tools .
Project Evaluation Incident Matrix Template
Download Project Evaluation Incident Matrix Template Microsoft Excel | Google Sheets
Use this incident priority matrix template to track all project-related incidents to guarantee successful project execution. The template includes three columns to help you categorize your project’s incidents: a color-coded Impact column to describe the severity level of each incident ; an Urgency column for you to identify the urgency level of each incident; and a Priority column to prioritize each project incident.
The template also enables you to specify the department or location of the project incident and describe any warnings regarding high-severity issues, to ensure that you address and remedy them quickly.
Project Team Evaluation Template
Download Project Team Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF
Use this project team evaluation template to survey your team members on how well they thought you defined and communicated the project plan and goals, whether they felt the expectations were realistic, and how well they worked together and with the client. The template prompts team members to rate their level of agreement with each statement, and to offer additional comments in the final section.
IT Project Evaluation Template
Download IT Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs
Whether you’re safeguarding data, troubleshooting hardware or software problems, or building, maintaining, and servicing networks, you need a failsafe system for evaluating your IT efforts. This IT project evaluation template prompts IT groups to assess the quality of their project delivery by enumerating the criteria for success, listing project highlights and challenges, and recording post-project lessons learned.
Check out this comprehensive article on vendor assessment and evaluation for more helpful information on evaluating project vendors
Project Evaluation Questions Template
Download Project Evaluation Questions Template Microsoft Excel | Microsoft Word | Adobe PDF
Use this project evaluation questions template to evaluate your completed projects. This survey allows all project team members to appraise the project’s achievements and challenges, and includes a rating system for assessing each project component. It also includes ample space for team members to convey what went well on the project, what was most frustrating and satisfying, and which particular issues they would like to discuss further.
Sample Project Evaluation Template
Download Sample Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs
This sample project evaluation template includes example text to guide you and your team through the post-project appraisal process. First, the template prompts you to describe the project overview (e.g., “What were the original goals and objectives of the project?” and “What were the original criteria for project success?”). It then asks you to list project highlights and challenges (e.g., “What elements of the project went well/wrong?” and “What specific processes need improvement?”), and to create a list of post-project tasks to ensure that you and your team show improvement on future projects.
Project Evaluation Checklist Template
Download Project Evaluation Checklist Template Microsoft Excel | Microsoft Word | Adobe PDF
Use this dynamic project evaluation checklist template to ensure that you optimize the lessons learned on your most recent project. The template walks you through the process of confirming that you have accounted for and scheduled all post-project tasks appropriately. The Completed ? column allows you to keep tabs on completed or to-do items, and also helps you determine your plan of action once you’ve completed your post-project assessment.
Project Evaluation Presentation Template
Download Project Evaluation Presentation Template Microsoft PowerPoint | Google Slides
Project managers, product managers, Scrum masters, project sponsors, and other team members can use this presentation-friendly project evaluation presentation template to share a project’s successes and lessons learned, and to locate room for improvement on successive projects.
The template enables you to upload your logo, compare your project’s performance with its initial goals, and evaluate the quality of individual performances. It also prompts you to assess your project plan and gather details about what went well, areas for improvement, and any big-picture takeaways you can use to refine future projects.
What Is a Project Evaluation Template?
A project evaluation template is a fillable form that provides you with a framework for retroactively and proactively assessing your project’s effectiveness. Use the form to capture your project’s highlights, challenges, lessons learned, and post-project tasks.
It’s crucial to have a method in place for assessing the effectiveness of your projects, so you can ensure that you’ve met the project deliverables, outlined the post-project tasks, and enumerated lessons learned. By following this process, you can deliver future projects successfully. Without having this evaluative structure in place, you risk losing valuable time, siloing teams, and implementing nothing but one-off projects.
By using a project evaluation template, you can increase your productivity, proactivity, and project success rate.
You can modify project evaluation templates to meet your specific project’s needs. Though project evaluation templates may vary, they typically include the following components:
- Project Title: Enter the name of the project you are evaluating.
- Project Overview: Provide a high-level overview of the project’s original goals and objectives, criteria for success, and a comparison of the planned expectations vs. actual execution.
- Project Highlights: List project highlights, including major accomplishments, what went well, what could use improvement, and what would work for future projects.
- Project Challenges: Capture the project’s challenges, including areas for improvement, key problem areas, and any technical challenges.
- Post-Project Tasks: Write down any post-project tasks that you should perform in order to improve the project or ensure that you’ve accounted for all the objectives.
- Lessons Learned: List the lessons learned, including what you discovered during the planning, execution, and delivery phases.
Additionally, some project evaluation templates frequently include the following post-project evaluative components:
- Moderator: If you have a post-project discussion about the project, enter the name of the meeting’s moderator.
- Date Prepared: Set the date for the project meeting or for the delivery of the project-evaluation report.
- Participants: Enter the names of the team members who are attending the post-project evaluation.
- Future Considerations: Based on lessons learned from the launch of this particular project, write down things to consider regarding future projects.
- Action Plan: Provide an action plan (or a list of action items) that identifies the project deliverables and any outstanding tasks.
- Key Performance Indicators: List any KPIs that you used, or plan to use, to evaluate the project’s success (e.g., output KPIs, input KPIs, process KPIs, qualitative KPIs, etc.).
- Key Takeaways: Write a summary of the project’s key takeaways and how they relate to the success of future projects.
Improve Collaboration and Increase Work Velocity with Project Evaluation Templates from Smartsheet
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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.